Salesforce Consulting Expertise
We Have Extensive Salesforce Experience: Financial Services Cloud, core CRM, Marketing Cloud, Salesforce AI, Agentforce and More
Financial Services Cloud
Deliver Personalized Advice at Scale with Salesforce Financial Services Cloud
Navirum helps wealth management, banking, and insurance firms implement financial services cloud (FSC) to focus on client goals – not systems. Our solutions create a 360-degree view of customer data, automate routine tasks with AI and Agentforce, and support seamless engagement across devices. Use cases include compliant onboarding, KYC tracking, and integration with portfolio management, financial planning, and back-office systems. Key benefits include automating reviews, surfacing life events and financial data in one place, and enabling team collaboration to deliver exceptional service. See our Salesforce AppExchange profile (CSAT 4.75+)
‘Organizations using FSC have reported up to 147% ROI’
Agentforce
Drive next generation productivity with Agentforce
Our solutions transform how businesses operate using Agentforce – Salesforce’s autonomous AI agent platform. Embedded natively into Customer 360, Agentforce agents don’t just assist—they execute: updating records, resolving cases, scheduling follow-ups, and driving revenue—all securely and at scale.
With deep integration across Flows, Data Cloud, MuleSoft, and Einstein, your operations become seamless and proactive. Agents work 24/7, reducing manual workloads, accelerating onboarding, and improving customer satisfaction—without heavy IT overhead.
‘Wiley boosting self-service and efficiency by over 40% – and gained an astonishing 213% ROI”
Sales Cloud
Drive Growth with Salesforce Sales Cloud, Powered by AI
Implementing Salesforce Sales Cloud with Navirum helps you accelerate growth by streamlining your sales and marketing operations. Each deployment is customized to fit your business processes – enhancing sales productivity, lead management, and pipeline visibility. With the power Salesforce AI gain a 360-degree view of every customer across sales, marketing, and service, and make smarter decisions with real-time performance insights.
‘Sales Cloud sees a 29% increase in sales productivity and, on average, a 37% boost in revenue after implementation’
Service Cloud
Deliver Scalable, AI-Powered Support with Salesforce Service Cloud Implement Salesforce Service Cloud with Navirum to streamline case management, boost agent productivity, and elevate the customer experience. Powered by AI Agentforce, your team benefits from intelligent case routing, predictive insights, and automated responses.
Gain a 360-degree view of every customer, enable instant support via self-service, and connect across channels like email, chat, and phone. Monitor performance in real-time and integrate seamlessly with tools like DocuSign and Conga through the AppExchange. Navirum’s agile delivery ensures your solution scales efficiently and exceeds expectations.
‘Service Cloud deflects up to 40% of cases to lower-cost channels, boosting efficiency and cutting support costs’
Marketing Cloud and Pardot
Scale Lead Generation with Salesforce Marketing Cloud & Account Engagement.
Navirum helps you implement Marketing Cloud and Account Engagement (formerly Pardot) to drive pipeline, align sales and marketing, and improve lead quality. We design custom journeys, email templates, and landing pages that convert – powered by real-time insights, AI (including Agentforce), and seamless Salesforce integration. With automation and scalable outreach like email and SEO, you’ll connect with more prospects and close faster.
‘Salesforce Marketing Cloud customers see a 32% boost in marketing ROI and a 27% drop in acquisition costs’
Experience Cloud
Build smarter portals, boost engagement, cut support costs.
Salesforce Experience Cloud empowers businesses to build branded digital experiences – like customer portals, partner hubs, and self-service sites – fully integrated with Salesforce CRM. It connects your external audiences to the data, processes, and workflows they need, securely and in real time. Our clients use Experience Cloud to streamline onboarding, enable self-service, reduce support volume, and strengthen partner collaboration
‘Experience Cloud drives a 33% increase in case deflection and reduces case response times by up to 28%’
